+93.5%
ASRV vs VOO
+314.4%
-220.9%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.3% | -0.6% | +0.2% |
| 7D | -0.6% | -0.9% | +0.3% | -0.4% |
| 30D | +14.4% | -2.3% | +16.7% | +15.1% |
| 3M | -1.7% | -1.2% | -0.5% | -1.5% |
| 6M | +30.1% | +3.3% | +26.8% | +28.4% |
| YTD | +53.0% | +12.3% | +40.7% | +46.9% |
| 1Y | +57.0% | +12.5% | +44.5% | +50.6% |
| 3Y | +103.0% | +79.2% | +23.8% | +66.4% |
| 5Y | +49.8% | +75.7% | -25.9% | +22.8% |
| 10Y | +93.5% | +313.7% | -220.2% | +12.9% |
| All | +93.5% | +314.4% | -220.9% | +12.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling